We strive to stay ahead of the curve, bringing together innovative technologies and robust investment solutions. By streamlining back-office support, advisors can focus their time and energy where it matters most — serving their clients’ unique investment needs. We actively seek to align our organization with industry partners who share our desire to provide the best service possible to registered investment advisors and their advisors.

Through our innovative technology stack, we can support any aspect of your business whether you are fully virtual or sitting at the desk with your client.

Orion Advisor Tech

Powered by the #1 all-in-one software program utilized by advisors1, Orion provides our advisors with accurate daily reconciliation, key reporting functionality, and efficient rebalancing tools for managing client portfolios. In addition to streamlining back-office investment operations for the advisor, Orion provides engaging client portal functionality — from video statements to user-friendly visuals, and more — so clients can stay connected to their investments.


Valor Capital Management uses Schwab as a third-party institutional custodian for managed assets. Schwab provides reputable checks and balances and a strict commitment to fiduciary standards for holding investor assets. Advisors will have direct access to Schwab’s platform along with our pricing for implementation of their investment advisory business. Advisors will have the ability to open accounts direct through Schwab, or through our account opening tool.

Fidelity Investments

Valor Capital Management uses Fidelity as a third-party institutional custodian for managed assets. Fidelity Clearing & Custody Solutions® provides RIAs and other financial professionals the technology, thinking, and collaboration to help them achieve their unique goals. Fidelity offers a disciplined, collaborative approach: with custody at their core, serving more than 50 million individual investors and $4.9 trillion in total discretionary assets as of December 20232, they provide innovative solutions and support, with a range of unique service models to fit an advisor’s business — no matter the size. Our affiliates will have direct access to Fidelity WealthScape’s platform along with Valor’s pricing for implementation of their investment advisory business. Advisors will have the ability to open accounts direct through WealthScape, or through our account opening tool.


Globally recognized as an award-winning leader in securely transmitting legally binding signatures, DocuSign is a great tool for providing speed, accuracy, and efficiency for all the transactional needs of VCM advisors and investors. DocuSign can complete a paperless process for opening accounts and managing your investments.

Fusion Elements

Fusion Elements is a proprietary technology platform that can connect with over 750 different applications, giving advisors the flexibility to define their own process, but the structure to use that process efficiently. Fusion’s simplified, centralized, and intuitive interface is designed to significantly reduce the learning curve required in leveraging technologies like Money Guide Pro, Orion, AdvisoryWorld and Fusion Elements. It automatically helps advisors integrate and leverage their CRM, Cloud Storage, Proposal and Marketing Tools as part of their overall business practice. One platform, one login, one framework that ties all your independent business needs together into one solution: Fusion Elements.